Advisor at Speiro Investments, LLC
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Firm
Speiro Investments, LLC
Location
Lakeside, CA
Credentials
Series 66
Industry experience
19 years
Sean Bradford is the sole advisor at Speiro Investments, LLC, an independent firm based in Lakeside, CA. He holds a Series 66 designation and has 19 years of industry experience. Bradford has led Speiro Investments since 2014. Speiro Investments provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, charitable organizations, and plan sponsors. The firm uses a combination of fundamental and technical analysis, managing diversified portfolios that include mutual funds, equities, bonds, ETFs, REITs, and government securities.
Based on Speiro Investments, LLC
1.00% annually
Account minimum: $500,000 (may be waived)
Lakeside, CA
California
Speiro Investments, LLC
2014 - Present (12 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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